HSBC Income Plus Arbitrage Active FOF - Growth
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 30-04-2014
Asset Class: Mixed Asset
Benchmark: BSE India Bond Index
Expense Ratio: 0.46% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 49 Cr As on ( 31-03-2025)
Turn over:
NAV as on 29-04-2025
21.2717
0.04 ( 0.1801% )
CAGR Since Inception
7.1%
BSE India Bond Index 11.41%
Performance of HSBC Income Plus Arbitrage Active FOF - Growth
Fund Managers

Gautam Bhupal, Cheenu Gupta

Investment Objective

The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversi?cation commensurate with the risk pro?le of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market instruments.

Returns Calculator for HSBC Income Plus Arbitrage Active FOF - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HSBC Income Plus Arbitrage Active FOF - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Income Plus Arbitrage Active FOF - Growth 2.27 -0.04 -1.4 0.37 - -
Fund of Funds-Domestic-Hybrid - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Income Plus Arbitrage Active FOF Gr 30-04-2014 8.15 8.25 7.04 6.58 6.37
Franklin India Multi Asset Solution FOF Gr 05-11-2014 14.67 16.46 12.57 15.97 7.3
Quantum Multi Asset FOFs Reg Gr 05-04-2017 12.46 14.61 12.14 12.14 0.0
ICICI Pru Passive Multi-Asset FOF Gr 13-01-2022 12.15 15.04 13.75 0.0 0.0
Nippon India Asset Allocator FoF Reg Gr 07-02-2021 11.99 22.85 18.2 0.0 0.0
HDFC Asset Allocator Fund of Funds Gr 01-05-2021 11.89 18.55 15.59 0.0 0.0
ICICI Pru Income plus Arbitrage Active FOF Gr 18-12-2003 10.99 13.2 11.37 12.86 8.69
ABSL Fin Planning Cons Reg Gr 09-05-2011 10.55 14.32 11.59 12.46 8.98
ABSL Fin Planning Mod Reg Gr 09-05-2011 10.44 17.57 13.54 15.66 10.57
ICICI Pru Asset Allocator Fund FOF Gr 10-12-2003 10.39 16.05 13.62 17.66 11.89

Asset Allocation (%)

PORTFOLIO ANALYSIS of HSBC Income Plus Arbitrage Active FOF - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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